Carepatron

What's in the Inbox?

Syncing email

Creating and linking a client through the inbox

Creating an inbox

How do I send an email? How do I reply to an email? How do I forward an email?

Sending, replying, and forwarding messages

How do I access a client's record from inbox?

Accessing a client record from the inbox

How do I assign my team members to an inbox?

Assigning team to an inbox

Where can I find my in-app notifications?

In-app notifications

How do I set my client’s notifications by email or SMS?

Adjusting your client's notifications

How to schedule an email

Customize your shared inbox to suit your team's workflow.

Inbox settings

How do I send secure messages to my team and clients?

Secure messaging with Carepatron

How do I take a screenshot on a Mac or Windows computer during troubleshooting?

Will Carepatron have two-way SMS?

Setting up real-time captioning for your telehealth appointments

Can my clients turn off SMS notification?

SMS notification consent

Learn about how you can communicate with your clients in-app

Communications

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.